-43.0%
LITE vs RKT
+3.9%
-46.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.6% | +4.0% | +6.1% |
| 7D | -35.9% | +17.7% | -53.6% | -32.9% |
| 30D | -51.5% | +31.6% | -83.2% | -48.3% |
| 3M | -35.7% | +13.9% | -49.7% | -32.9% |
| 6M | -43.0% | +2.8% | -45.8% | -40.2% |
| All | -43.0% | +3.9% | -46.8% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling